SIAP
USG

Sterling Investment Advisors (Pennsylvania)’s Usg USG Stock Holding History

Sterling Investment Advisors (Pennsylvania)’s Portfolio USG Stock Details USG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-2,000
Closed -$64K – 391
2017
Q1 		$64K Buy
+2,000
New +$63.6K 0.05% 157

Other funds holding USG

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return
NEAM
New England Asset Management Farmington, Connecticut $786M AUM 13.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SC
Sasco Capital Fairfield, Connecticut $668M AUM 12.79% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s USG Position: Q2 2017 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Usg (USG) in Q2 2017, closing a stake of 2,000 shares — an estimated $64K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in USG in Q1 2017 and held it in 1 quarter. The position peaked at $64K in Q1 2017. 216 funds tracked by Wall St. Rank hold USG as of Q2 2017.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining Usg position as of Q2 2017 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 2,000 Usg shares in Q2 2017, an estimated $64K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Usg in Q1 2017 and held it in 1 quarter.
  • Sterling Investment Advisors (Pennsylvania)'s Usg position peaked at $64K in Q1 2017.
  • 216 funds tracked by Wall St. Rank held Usg as of Q2 2017.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q2 2017, filed 9 Aug 2017.